Ocean Reef members are well-known for giving of their time and other resources for the benefit of causes they believe in. All of our lives are enriched as a result. Many people also choose to include their charitable interests in their estate and financial plans. Making thoughtful charitable gifts in this way can often be possible while preserving economic security for you and your loved ones.
The Living Legacy Society offers a number of ways to include a charitable gift in your will, living trust or other estate plans. In the downloadable document at right you will find forms that may help you when preparing to meet with your professional advisors, and a section with more details for you and your advisors about wills and estate planning. Click on the image at right to download the Living Legacy Society document.
To learn more about the Living Legacy Society, please contact Keith Young via email
or by calling 305-367-6750; or Jennifer Rigby via email
or by calling 305-367-6707.